Bring owner reporting online
Put key financial reports within easy reach, including profit and loss statements, income statements, contributions, draws, and property-specific transactions.
- Choose which reports owners can access and when
- Give owners self-service access to view and download reports
- Share updates on a schedule that works for your business
Take the friction out of owner contributions
Give owners a way to review contribution requests, send funds, and track transaction history by property.
- Add notes and line items to clarify each contribution request
- Support electronic payments through ePay
- Reduce manual work with EFT/ACH and credit or debit card payments
Put important documents within reach
Upload receipts, leases, statements, and other important files to the property owner portal, so owners can find what they need without another email or call.
- Share property-specific documents with the right owners
- Control which files owners can view or download
- Update, edit, or remove documents as details change
Turn owner requests into clear next steps
Create tasks for contribution requests, assign due dates, and add memos so owners know what’s needed and when.
- Let owners submit maintenance requests as tasks
- Keep a full task history so owners can follow updates
- Send automatic reminder emails for outstanding balances
